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Home My WebLink AboutOC1971-0673 - ESTATE OF SAY""'f",.. ... -·- MOSCHETTA 8c MOSCHETTA ATTORNEYS AT LAW . WASHINGTON, PA. ., '· .. t. ~ " t3~7l-L1.3 .. ~ .. LAST WILL AND TESTAMENT OF HELEN SAY a/k/a HELEN SZAY I,. HELEN SAY a/k /a HELEN SZA Y, of Fredericktown,. \Vashington County, Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking and declaring null and void any and all Wills and Codicils by me at any ti.me heretofore made. FIRST: I direct my Executor to pay my collectible . debts, the expenses of my last illness and my funeral expenses. SECOND: I give and bequeath all my jewelry, clothing and other purely personal effects to my then living children, in equal shares, share and share alike. THIRD: A 11 the rest, residue and remainder of my estate, of whatsoever kind and nature, and wheresoever situate, of which I shall die seized and possessed, or to which, at the time of my death, I may be entitled, I give, devise and bequeath to my children, in equal shares, share and share alike, or to their issue per stirpes. FOURTH: Any share to which my son, MICHAEL SAY, would be entitled to under this Will shall be forfeited 'to his son, MICHAEL . . ' . "". ~-~·· ... SAY, the child born out of the marriage between my son, MICHAEL SAY, and JEAN COCHRAN SAY, if not claimed by my son, MICHAEL SAY, within six (6) months of my death. This provision is made because 1 do not know the exact whereabouts of my said son, MICHAEL SAY, and I would not want the enjoyment of his share to be withheld from his son for a I ., I I I . I I I :?SCHETTA a· :::>SCHETTA -orNEYS AT LAW M!NGTON, PA. .:w .. ·' li ;; ' period of more that'! six (o) months,· I further direct, however, that the One Thousand and 00/100 ($1, 000. 00) Dollar advancement to my son, MICHAEL SAY, as hereinafter mentioned; not be charged as an advance_ ment in the event that the share of my son, MICHAEL SAY, is forfeited in favor of his son, MICHAEL SAY, it being my desire that my grandson not be penalized fo~ an advancement made to his father. I direct further that the following advancements of money or property made. by me in my lifetime to the following specified cnildren shall be taken and considered as part of their share in my estate under this Will and shall be accounted for accordingly. The following advancements were made by me. My son, FRANK SAY, in the amount of Five Hundred and 00/100 ($500. 00) Dollars; My daughter$ MARY SAY AGLIO, in the amount of One Thousand and 00/100 ($1, 000. 00) Dollars; and My son, MICHAEL SAY,· in the amount of One Thousand and 00./100 ($1, 000. 00) Dollars; and My son, JOHN SAY, in the amount of Five Hundred and 00/100 ($500. 00) Dollars. I direct that all additional sums, at any time advanced or paid by me due on account of my children respectively, shall be regarded and taken as gifts from me and that nothing shall be deducted from their respective shares of my estate on account thereof. FIFTH: I name and appoint my son , FRANK SAY, as the Executor of this, My L~st vVill and Testament, to serve without bond. IN WITNESS ~'HEREOF, I have hereunto set my hand and seal this _·_~t_· 5 __ day of f.1A.{/~t , 1970. g~~ HELEN SAY (SEAL) MOSCHETTA & MOSCHETTA ATTORNEYS AT LAW WASHINGTON, PA. .: .,. SIGNED, sealed, published and declared by the above named .. Testatrix, HELEN SAY a/k/a HELEN SZAY, as and· for her Last Will and Testament; in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. Add?ess ' Address ) ' I \ I t i, Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WIITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFfECTIYE !ANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS tc3-7(t73 ... County of ... WA~~I.~~rp~ ....... . . . . . . . . . . . . :f.I~4V~~ .~~X ...... · ................... of 4.~Q?)--~~~l.Y. Pr.iY.e. •.. ¥-<?~r.q~yg~~ •.. :P.~-.. ~~~~~ .. (Name) (AddreSB) . sworn . . Executor bemg duly _______________________________________ .accordtng to law, deposes and says that he ts the-----------------------------------------------------------!Exec., Adm., Legatee, Etc.) of the estate of __ JI~l~~--§~_y-~_/J~j~-J~~1~!L~~~.Y. whos; last residence was __ )f_:r~g-~_tt<;_~t9_W.;n, ___ :g:_;a§t__E~:tbl~b~m (No.) (Street) -~~~-~-h~.P. _______________________________ .deceased, and that the whole of the estate of said decedent, who died ____ _.I~!!-~--~-9-' _ _1~11 (CitY, Borough or Township) (Date) . ·onsisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Lot 16 and 17 in Block 2 4 in the Millfred Terrace Plan of Lots recorded in Deed Book 579, Page 155, sold 6/28/71 to Edmond and Sadie Tonetti, his wif~, by Executor herein named and proceeds of said sale are listed under personal property below. If-/</ I / I \Y jl Personal Property ~~~ Proceeds of sale of real estate above mentioned C4r. -¥'""--.~ 6,830.00 Sale of furniture 7//.:57 {) 6-t< !h~cr 275.00 Cash 6K J;n~ 500.00 TOTAL $7,6.05.00. tfk )J; ~ '-""'. •. t NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. J . Jointly Held Property Estimated· . Value NONE ..0 -... - Transfers within TWO YEARS Prior to Death NONE 0 .. --~ :! .. That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT First National Bank & Trust Co., Helen Say Frede ricktown, Pennsylvania - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-chilqren or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,-vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT uanK ~.arlt ~:=o~H -~01115't.f~Ve, onroev1 e. enna. Son Yes 1/7 ~~f:flfr%Vot>~R~aSeventh Street Daughter Yes 1/7 ~ffis~lJ~~&· ~~3 Saline St. Daue-hter Yes 1/7 ~~~~Pe%'i,11:Bg.Lincoln Ave. Son Yes 1/7 ~~l~~l~~if.· J-1:2 Lincoln Ave. Daughter Yes 1/7 J;!elen RobCr:ts:r: 95.67 Sandusky Ave. Daughter Yes 1/7 acoma, all orn1a ~icha.gl s~. l!rt'f . Grandson Yes 1/7 ong eac • a. 1 orn1a ; . ' .. ' •: RESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided, observe notations thereon, and instructions. i>EBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~ .~tEGISTER ONLY ,. Burkus Funeral Home Funeral expenses paid $ 303 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * 76 00 John J. Moschetta. Jr .• Esq. Counsel fees * 380 251 Frank Sav Fiduciary commission * 380 25 I OTHER DEBTS AND CLAIMS ( *) See Note below Father Fetchko Russian Orthodox Church 85 00 )Dr. Garafolo Medical Expense 35 00 Dr. Underwood Medical Expense 15 00 Dr. Martin Medical Expense! . ' ' ~ . ~ ' '"'''. 11 80 ' . :.·~ ., 1 • # ~ f .... ~ .... ' } ': ' '1 4 \• r. I • < "' ..... Fredericktown Real Estate Co Balance of commission for sale f• •• 320 oa of real estate --q• r" d. L J4 I ' . ' L~: • . . \ --'-- Total 1612 30 Jf> I Lt z., 3b Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed. / Subscribed and swom "fo before me this .. : .................. . NK SAJ!l:!ecu or-A .. ~-~ ~-~: ~?.l.~y. Pti.~~-........................ . (Street Number) Monroeville, Pennsylvania 15146 (City or Town and State) ~a~•ng b~n doly/Y.n aoc:•d•ngd:: ::w,Idohy;;; that th• ~~~d.~'~m:~:;' ;;~~:to~mity w;tb law no th;, .. , ..... /. /}t-4-~ .. /.. ...... ~-r~~~~~· • ..• In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly -reserves the right to appraise and assess transfer-inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF ~EGI~ER OF WILLS I, the undersigned duly elected Register of Wills in and for.\.__.//.~~-.. .. i-. -•• -.-. -•• -.-. ~ .. County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by depo t, e cept as to those i ms where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater less r am1nt represen the sum allowed as a deduction. Dated: .JUL .1.~ .197J}W.s.~n.L. M~.R.I~.Q.......... .. ......... --~ .l L .. -~ ~--~. Register of Wills f. I l ! ' ' i I L.__ ,.. ·' ·- !. ~:f#' Form No. RCC-62 (7-69) Will Administration lNo. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF HELEN SAY a /k /a HELEN SZA Y ..................... · ................... . Deceased Late of ... Jf.r:edericktown .......................... _Washington.., _ County of ... =E':O ....... ~ .. ~ ..... . ~ tTl ::::0 -Coinmonwealtfi?o2>~nsylvima ( -(,? Cf> r- Z-im rfl G>FTl-. --i ::D ~-:::n REPO:,@'dzW APPRAis;L ~ -· ~ 0 ~ ):... :::r: 0 -c: .:::0 ; ;=-c:J ,,_z > 0 "' en c..,.., __, t/oh.-: J mJchetfa? J,.. Attorne'l al ofaw 7 8 Ca:1t /Jeau Street U/aidnglon~ Penn:1t,/vania 153()1 -; \::~ ·' ' ' . .. , '. I• : · . . . ' .. ·, l• ,. \.,' /~,/; '~ . ,. '; ·.~·;; \' •'/ /'';."'" \ • ,. ~ r• .,.•" >I i ' ' • __ __j RCC-8l (6-71) { • • f COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT SAY, FRANK (Executor or Administrator) In Re: Estate of HElEN SAY a/k/a IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division _W._A_S_H_IN_G_T_ON ____ County _ File No. __ 6.;_3_-7~1_-6_7=3 ___ _ Dear SIR: Y h b 'f' d h h ORIGINAL ou are ere y not1 1 e t at t e=:---=--,--.-------------- a ppra i semen t in the estate of ____ HE_IEN_----'SA-'-Y_a....!./-'-k.L./-'-an.....---.......,......,~-------- has been filed in the office of the Re_gister of Wills of_W:_A_S_I_N_G_TO_N _______ _ County on JULY 12, , 19R, Said appraisement reflects the following valuations: Real Estate _____________ _ Persona I P roperty ___ 7~, tiJ~5,_..'""'00""------ Transfers ______________ _ J o inti y Owned ----,..--,--..----..~----- T ota I ______ _.:7:...!::,_60_.:5=--·-00------'. ____ _ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date JULY 12, 1972 DATE OF DEATH: JANUARY 25, 1971- Note: This is not a bill. J ~~~---;-------------------:------------------------------- • RCC·31!.1-S'88) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT i . '.' SUMMARY Estate of __ S_A_Y_, _HE_IE_N_a_/_k_/_a __________ DATE OF DEATH 1-25-71 FILE NO. 63-71-673 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W_A_S_H_I_N_G_T_O_N ______ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Sched~es "A", "B", "C", and "E". Dated: JULY 12, 1272 ~ .d Q;f!_~ ~CE TAX APPRAISER~ REPORT OF THE REGISTER OF WILLS . WASHINGTON I, the unders1gned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", whi or lesser amount represents the sum allowed as a deduction. ... Dated: JUL 13 19~ RUSSELL MARINO ~ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule 8) Transfers (Schedule C) $ 7 ~.605. 00 $ $ ____________ ~--- 7,60" .oo Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 7,605. 00 1.612 130 5,992. 70. annuities .......• o ••••••• o • .. $--------+---- ESTATE TAX ASSESSMENTS $ ______ ,~___ 7,605 .oo 1.61~ .30 5,99~ .70 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ______ ..,......,..,.,..,....+-,l"ff'T-2% Tax on $------~>'.:..'~'.:......''1"'-~•-tu_ 6% Tax on $ ---------+---5% Tax on$ ________ -+---10% Tax on$ 15% ~~ptiMS * Total Estate ------~1--- TOTAL TAX $ ______ -1~-- $ ____ 1.....,.1 i 'iu..,,q ylf-LI"-'i6_. $--------1----$ ________ ~--- $ __ _ $-----------~---- Less tax previously paid $=======+== BALANCE $---------4--- Less 5% of tax if paid within 3 months after death $=====~== BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from _________ to _____ _ AMOUNT OF ESTATE TAX ASSESSED $---------4-- Estate tax paid $ _____ .....~... __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $ _____ _J __ Add interest at rate of 6% from -----~0---------$-----~-- TOTAL TAX BALANCE $ ------+-- pAID $ -----------~---- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. ~-· Will Administration t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF HELEN SAY a/k/a ····························· ......... . Deceased Late of . . . . J'red~r.i~l<town County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,, ' ' /. , ,-~ ____j l'.,onn iiCC-2 I .. . COMMONWEALTH OF PENNSYLVM~IA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............ c!lJ~! ... J?.?. .... +.9.7.?. .............. . . DEPARTME~!T OF REVENUE BUREAU 0110 COUNTY. COLLECTIONS HAitRISBURG, PENNA. 1 7 1 2 7 COUNTY ............. W.~$.H.lN.G.TQN. .................. .. FILE NO ....... 6.3.~71~67.1 .......................... _. · HELEN SAY a/k/ a . FREDERICKTOWN Whereas, .................................................................................................................. , ................................... late of ............................................................................................ , ................. . in the County of ........................................ W,M?..tt:J;.NG.TO.N ....... : ....... : .............................................. Commonwealth of Pennsylvania, having died on the ............................................. 25.th ........ : ........................... day of ...... JANUARY ................................................ 19 ... 71., seized and possessed of an estate subject to lnheritan~~~der t~e !~~of )}!Commonwealth of Pennsy~vania; . . Therefore, I, ..... flt. ... /....L4:.~_t::·~~ ........ , an appraiser duly appomted accordmg to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities ahd life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful coliateral rate on any such future interest. Appraisement Unit Description of A net Values Made for I nheri lance Tax Purposes ' .. PERSONAL $ SEE COPY OF APPRAISEMENT 7 .. 601) 00 vJ ---1 ' i. \ ; .. ,· ,, ·'' ' i ( I < -. ' n· .. .. ·- -. -. . .. .' •· () ·-I 1 . ~J .. \· Having been duly sworn according to law, I do hereby c~ above appraisement is made in con-. . . . . . I .·• ··. .. ·. • formity with law on this ........................... ~ ....................... ,. day of ............... z:/"3 ... &: ...... , ........... , ......... ~................................ 19}..-z.-.----- . .· . . ............................... ~.L/ ...... ~ .. ~ ........... -~~¥ ~ --~ ··~~~;;.;,··· ·····································~=~~- '•\'• •.: ,, .. .... WASHlNG'l'QN ...... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HElEN SAY a/k/ a Deceased. . Late of FRF.DERICKTOWN ... , .............. ··········· ················ Date of Death, .................. ~A~.l!.~~---... ?..5. .. • ..... !.9.?.:! .... . Appraisemei!t Docket Vol 38-., ······················································ Page, ........ 185.~6 .............. : .... No ......... 63.~.71~6.73. ...... . Filed in Register's. Office, --~~ .... +.? .. '-.. ......... 19 ... 1?. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and charged, ,' \ J :~ '• ~~. ' ' -~ ·~-{ 1-, .. n '--: i --: ,4 .0 0 T .00 T .00 T 6, 8 3 iJ .c c 2 7 5 .0 (1 50 0 .0 c 71 6 ;j 5 .C C :; l; 6 1 ~~ .;; c· ... 51 9 ') ;: .7 c : 5, 9 9 2 .7 U I .... .U U I .00 T 303.00 7 6.00 3 8 0 25 38025 8 5.0 0 3 5.0 0 1 5 .0 0 17.80 3 2 0 .0 0 l, 6 ! 2 3 0 s l, 5 l 2 .3 0 ;